UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$1.39M ﹤0.01%
86,884
-69,323
2577
$1.39M ﹤0.01%
30,081
+22,909
2578
$1.39M ﹤0.01%
32,238
+2,228
2579
$1.38M ﹤0.01%
99,864
-7,587
2580
$1.38M ﹤0.01%
32,674
+203
2581
$1.38M ﹤0.01%
16,756
-2,159
2582
$1.38M ﹤0.01%
107,066
+554
2583
$1.38M ﹤0.01%
66,745
+4,542
2584
$1.38M ﹤0.01%
99,428
-81,199
2585
$1.37M ﹤0.01%
27,136
+6,451
2586
$1.37M ﹤0.01%
22,038
+11,239
2587
$1.37M ﹤0.01%
48,859
+45,671
2588
$1.37M ﹤0.01%
16,290
-921
2589
$1.37M ﹤0.01%
57,170
+9,254
2590
$1.37M ﹤0.01%
74,504
-13,281
2591
$1.36M ﹤0.01%
5,415
-363
2592
$1.36M ﹤0.01%
58,715
-93,805
2593
$1.36M ﹤0.01%
19,696
-19,347
2594
$1.36M ﹤0.01%
33,077
-953
2595
$1.36M ﹤0.01%
108,473
-523
2596
$1.35M ﹤0.01%
58,471
-12,726
2597
$1.35M ﹤0.01%
63,167
+1,127
2598
$1.35M ﹤0.01%
188,344
-13,349
2599
$1.35M ﹤0.01%
135,486
+1,750
2600
$1.35M ﹤0.01%
19,156
+2,686
102 103
104
105 106